Anic Equity¶
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Total return since start: 0.663 %¶
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Equity now: -----------------------------> 50799.48 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45246.96 Kr¶
PnL: ---------------------------------------> -330.63 Kr¶
DD now: ---------------------------------> -4.369 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 11:00:42.313634'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| INVISIO | 15 | -0.830000 | 3585.000000 | 22.500000 | 0.630000 | 3562.500000 |
| Hexagon B | 26 | -0.640000 | 3430.700000 | 19.500000 | 0.570000 | 3411.200000 |
| Profoto Holding | 7 | 0.710000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -0.930000 | 214.000000 | 15.000000 | 7.540000 | 199.000000 |
| Sagax B | 4 | -1.020000 | 893.200000 | 10.000000 | 1.130000 | 883.200000 |
| Atrium Ljungberg B | 5 | 0.220000 | 910.500000 | 9.000000 | 1.000000 | 901.500000 |
| Hexatronic Group | 15 | 2.370000 | 1075.800000 | 8.100000 | 0.760000 | 1067.700000 |
| JM | 7 | -0.800000 | 954.100000 | 6.300000 | 0.660000 | 947.800000 |
| Platzer Fastigheter Holding B | 12 | -0.750000 | 955.200000 | 6.000000 | 0.630000 | 949.200000 |
| Latour B | 4 | -2.410000 | 859.600000 | 5.600000 | 0.660000 | 854.000000 |
| OX2 | 12 | -2.570000 | 911.400000 | 4.800000 | 0.530000 | 906.600000 |
| Gränges | 10 | 4.520000 | 1040.000000 | 4.000000 | 0.390000 | 1036.000000 |
| Addnode Group B | 7 | -2.120000 | 906.500000 | 3.500000 | 0.390000 | 903.000000 |
| Vitec Software Group B | 2 | -1.950000 | 1104.000000 | 3.000000 | 0.270000 | 1101.000000 |
| ASSA ABLOY B | 4 | -1.190000 | 993.600000 | 2.800000 | 0.280000 | 990.800000 |
| Sandvik | 4 | -1.260000 | 847.600000 | 2.000000 | 0.240000 | 845.600000 |
| EQT | 4 | -1.450000 | 872.800000 | 2.000000 | 0.230000 | 870.800000 |
| HEXPOL B | 8 | -0.830000 | 956.800000 | 1.600000 | 0.170000 | 955.200000 |
| Hennes & Mauritz B | 6 | -1.070000 | 910.440000 | 0.480000 | 0.050000 | 909.960000 |
| Catena | 2 | 0.250000 | 804.000000 | 0.400000 | 0.050000 | 803.600000 |
| Sagax A | 4 | -1.340000 | 884.000000 | 0.000000 | 0.000000 | 884.000000 |
| AcadeMedia | 20 | -0.890000 | 975.600000 | 0.000000 | 0.000000 | 975.600000 |
| Byggmax Group | 33 | -1.550000 | 964.920000 | 0.000000 | 0.000000 | 964.920000 |
| Alimak Group | 12 | -0.120000 | 1004.400000 | 0.000000 | 0.000000 | 1004.400000 |
| Biotage | 1 | -6.840000 | 147.000000 | -0.500000 | -0.340000 | 147.500000 |
| Orrön Energy | 170 | -3.190000 | 2040.000000 | -0.850000 | -0.040000 | 2040.850000 |
| SKF B | 5 | -1.490000 | 976.750000 | -1.250000 | -0.130000 | 978.000000 |
| BioGaia B | 8 | -1.830000 | 900.800000 | -1.600000 | -0.180000 | 902.400000 |
| Hoist Finance | 36 | 0.720000 | 1006.200000 | -1.800000 | -0.180000 | 1008.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3820.000000 | -4.000000 | -0.100000 | 3824.000000 |
| Vitrolife | 3 | -1.580000 | 672.000000 | -5.000000 | -0.740000 | 677.000001 |
| Eastnine | 6 | -1.630000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| BHG Group | 109 | -5.740000 | 1413.730000 | -5.450000 | -0.380000 | 1419.180000 |
| Investor B | 3 | -1.080000 | 647.700000 | -10.300000 | -1.570000 | 657.999999 |
| VEF | 788 | -1.080000 | 1883.320000 | -14.180000 | -0.750000 | 1897.504000 |
| Balco Group | 39 | -2.220000 | 1803.750000 | -71.250000 | -3.800000 | 1874.999997 |
| Sedana Medical | 93 | -2.890000 | 2624.460000 | -359.120000 | -12.040000 | 2983.577733 |
| TOTAL | 45240.670000 | -336.920000 | -4.38092% | 45577.591729 |
Updated:¶
'2023-06-19 10:59:48.945766'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
